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A 529 Plan is a popular savings vehicle for a college education, and with good reason: they offer flexibility and decent tax breaks in a relatively simple package. But when it comes time to invest your 529 Plan, it’s easy to get tripped up.
Should you invest in your state’s 529 plan?
The beauty of a 529 plan is that you’re not stuck with your own state’s version. However, that also tends to Continue Reading

Cheers to four years! As Your Richest Life comes up on another birthday, I want to take some time to reflect on the past year and all that came along with it. I think it's so important to stop and look at the progress you're making. A lot can happen in a year!
Here are more highlights from the past year:
I was honored to speak at industry events and women's conferences like the PWA Women's Continue Reading

Physicians coming out of medical school and residency are in a unique situation financially. They aren’t making much money yet, they’re usually saddled with a ton of debt, and they have very high earning potential. Normally, it would be challenging for them to secure a mortgage loan because of their current debt-to-income ratio.
That’s where the physician mortgage loan comes in.
Physician Continue Reading

A couple months ago, President Trump signed a spending bill into law that includes a $350 million Public Service Loan Forgiveness (PSLF) program.
There are student loan debt forgiveness programs available to help relieve the debts of borrowers in public service careers. These include teachers, nurses, doctors and police officers. The problem is that many of these borrowers are ineligible for Continue Reading

It doesn’t matter how much of a whiz you are with your finances - you’re bound to slip up somewhere along the way. If financial mistakes can happen to Ray Dalio and Warren Buffet, they can happen to you, too.
The good news is that some of the most common missteps have pretty straightforward solutions. Here are common financial mistakes you might run into, and how to bounce back from Continue Reading

When the time comes to upgrade, downsize or move to a new city, you might consider turning your current place into a rental property instead of selling it. A rental property can be a lucrative investment...or it can be a money pit. Know what to look for so that when the time comes, you can part with your current home in the best way for you. Here are five questions to ask yourself before you rent Continue Reading

It’s nearly the official tax deadline, which means you will soon have your tax refund in hand.
A tax refund can be a nice boost to your savings or debt payoff, and it can even pay for a little fun. Whatever you decide to do with your refund, it’s important that you make a plan for that money. Otherwise, you could end up using it to fund random purchases you’ll regret down the road.
Keep Continue Reading

If you’re planning your next getaway, you’re probably finding ways to get the most bang for your buck. Discount travel sites and vacation rentals can be great money savers, and buying airline tickets at the optimum time can end up cutting down on the cost of your plane ticket. However, while you’re figuring out what you can save, don’t forget about what you can earn. Credit card rewards can go a Continue Reading

March is here, and the clock is ticking until taxes are due. Physicians and other high-income earners have some additional considerations to know about at tax time. Here are four physician tax tips strategies to know before you file:
Physician Tax Tips: Know your Deductions
In January, I talked about some of the tax changes you can expect from the Tax Cuts and Jobs Act. Those changes don’t apply Continue Reading

A 401(k) is a retirement savings plan offered by your employer. Employees make contributions out of their paycheck, usually automatically. Their employer may match that contribution up to a certain percentage.
It’s a 40-year-old system that most people consider the foundation of their retirement plan. But too many people assume it will cover all of their expenses, and don’t look into what Continue Reading

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 10 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

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